technology stocks

It's highly likely that over the past 12 months you have become acquainted with fresh-faced portfolio manager Michael Frazis. After all, he has graced the pages of...

WebCentral (ASX:WCG) is one of the leading providers of domain names and hosting services in the Australian and New Zealand market, with 330k SMB customers across four...

In 2011, Silicon Valley entrepreneur Marc Andreessen declared software is eating the world. He made the claim at a time that technology stocks were relatively unloved...

Pinterest (NYSE:PINS) is a technology and social media platform best described as a “visual discovery” search engine. It lets users ‘pin’ or bookmark ideas they like;...

“If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” - Joel Greenblatt, Masters in Business interview October...

For growth investors, technology stocks have certainly been the play of the day - or more aptly the ‘play of the decade’. The Nasdaq 100 Index, widely recognised as...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...

Some readers may remember the early days of video games – whether the thrilling chases in Pac-Man or driving along Rainbow Road in Mario Kart. The video game industry...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or...

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to...

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...